GreenDiggers Financial Assessment

GreenDiggers

Financial Assessment Platform

www.greendiggers.com

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Financial Self, Values & Goals

What was your family’s approach to money growing up?

Your primary money personality:

Top 3 Financial Goals (in order of priority):

Age:

Planned Retirement Age:

Financial Stability

Annual Gross Income:

Monthly Fixed Expenses:

Emergency Fund (months of expenses):

Total Debt (excluding mortgage):

Current Savings Rate (% of income):

Do you have a written budget?

Financial Strategy

Life Insurance Coverage:

Disability Insurance:

Financial boundaries with family/friends:

Estate Planning Status:

Financial Growth

Current Investment Portfolio Value:

Investment Knowledge Level:

Real Estate Investment Interest:

Are you an accredited investor?

Children’s Education Funding:

Professional Development Investment (annual):

Financial Legacy

Will and Trust Status:

Children’s Financial Education:

Charitable Giving (% of income):

Mentorship Activities:

Legacy Goals (what impact do you want to make?):

Your GreenDiggers Financial Assessment

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Calculating your score…

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Financial Self

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Stability

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Strategy

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Growth

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Legacy

Key Recommendations

1. Executive Summary: Key Findings

2. Your Goals

3. Key Factors: Goal Funding Status

4. Net Worth Summary

5. Net Worth Details

6. A View of Your Total Portfolio

7. Estimated Cash Flow Summary (80% Likelihood)

8. Results of Your Analysis: Net Cash Flow (80% Likelihood)

9. Retirement Considerations

10. Results of Your Analysis: Potential Wealth

11. Appendix: Glossary

Accredited Investor:: An individual with income over $200K annually or net worth over $1M (excluding primary residence)
Emergency Fund:: Liquid savings to cover 3-6 months of living expenses for unexpected situations
Net Worth:: Total assets minus total liabilities
Savings Rate:: Percentage of income saved and invested for future goals

12. Appendix: Understanding Your Analysis

This assessment uses the GreenDiggers framework to evaluate your financial health across five key phases:

Financial Self (20%): Your relationship with money and goal clarity
Financial Stability (25%): Current financial foundation and budgeting
Financial Strategy (20%): Risk management and protection planning
Financial Growth (25%): Investment knowledge and wealth building
Financial Legacy (10%): Estate planning and impact goals

13. Appendix: Important Information

Disclaimer: This assessment is for educational purposes only and does not constitute financial advice.
All projections are estimates based on current information and assumptions. Actual results may vary.
Please consult with a qualified financial advisor for personalized advice.

Generated by GreenDiggers Financial Assessment Platform – www.greendiggers.com